Automates email workflows for mortgage and lending professionals in real estate.
Real EstateAutomates email workflows for mortgage and lending professionals in real estate.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: loan application, rate quote, approval, closing, refinance OR from: clients@realestatelending.com, @bank.com
Search knowledge base for client profiles and loan documents. If subject contains 'loan application', forward to processing@realestatelending.com and label as 'application'. For 'rate quote' inquiries, reply with current rates and forward to agents@realestatelending.com. If 'approval' is mentioned, forward to underwriting@realestatelending.com with urgent priority. For 'closing' emails, forward to legal@realestatelending.com and mark as urgent. For 'refinance' requests, reply with checklist and forward to refinance@realestatelending.com. Add appropriate labels for tracking and compliance.